New Planner Podcast

Ep #74: Employee to Entrepreneur with Maria King


Listen Later

Maria King is the President and Founder of TranscendPM, a practice management firm based out of Boston, MA that coaches and consults with financial advisory firms. Before making the transition to entrepreneur and launching TranscendPM, Maria was an employee at CommonWealth Financial Network and has valuable insight into hiring in the financial planning industry.

Listen in as she shares her journey, learning the ropes of practice management as an employee before deciding to branch out on her own. You'll hear about how she has navigated the inevitable ups and downs of entrepreneurship, the common characteristics that the most successful firm owners have, what sets job seekers apart in the industry, and what skills are crucial to having a successful financial planning career.

You can find show notes and more information by clicking here: https://bit.ly/3sX0kEn

...more
View all episodesView all episodes
Download on the App Store

New Planner PodcastBy Caleb Brown

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

28 ratings


More shows like New Planner Podcast

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,242 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

816 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

694 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,020 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

576 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

462 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,145 Listeners

The Long View by Morningstar

The Long View

934 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

246 Listeners

BIF Bites by BIF Crew

BIF Bites

97 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

114 Listeners

Series 65 Exam Podcast by Franz Amussen

Series 65 Exam Podcast

22 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,062 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

133 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

139 Listeners